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Reach your goals faster!
Build savings effortlessly while taking advantage of compounding and dollar-cost averaging with a pre-authorized contribution!
- Set It
- Forget It
- Build Your Future
When is it time to start your investment journey?
“I was in my early 20’s when my wealth specialists suggested I start a pre-authorized contribution (pac) to an investment.
I set up a pac for $100 every payday and 10 years later, I have a wealth portfolio that I never dreamed possible!”
I set up a pac for $100 every payday and 10 years later, I have a wealth portfolio that I never dreamed possible!”
-DNCU East Member
Families with comprehensive financial plans reported higher levels of well-being.
Financial well-being = 85%
Emotional well-being = 62%
Overall happiness = 44%
If you have never met with a Wealth Specialist to plan your financial goals, it may be worthwhile to start!
Our Wealth Specialists promote peace of mind by helping you create a plan specific to your unique situation.
Investors who work with a wealth specialist save twice as much as those who do not.
Our Wealth Specialists provide professional, unbiased advice about how to best achieve your financial goals!
Meet our team of Wealth Specialists!
Dawn Perrin
Karissa Little
Karla Morris
RIS, Insurance Advisor/Investment Advisor
Credential Financial Strategies Inc. & Credential Securities
Credential Financial Strategies Inc. & Credential Securities
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(306) 862-8160
Laurell Lloyd
Calculate how much you need to save to reach your goals
Whether you are just starting out or already have a healthy nest egg, our calculators will help you see just how much you need to put away to reach your savings or investment goals!
Qtrade Direct Investing®
Empower yourself to reach your investment goals with our online investing platform!